Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SANFILIPPO JOHN B & SON INCJBSS · Entity 5062 | CFO & EVP, Finance and Admin | August 18, 2026 | August 19, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SANFILIPPO JOHN B & SON INC
Report date August 18, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,882 |
Reported balance
After 2026-08-18 transaction · row 1
1 source rowRow 1 · 2026-08-18 · Grant · Acquired 2,584 · Balance 37,882 F1: These shares represent an award of Performance Stock Units ("PSUs") previously granted under the John B. Sanfilippo & Son, Inc. 2023 Omnibus Incentive Plan that were earned by the Reporting Person upon the achievement of certain performance criteria, as certified by the Compensation and Human Resources Committee of the Company's Board of Directors on August 18, 2026. Based on the Company's performance against the criteria, 159% of the target PSUs were earned. Each PSU represents the contingent right to receive one share of the Company's common stock upon vesting. Subject to certain conditions, these PSUs are scheduled to vest on November 12, 2028. These PSUs, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 12, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent an award of Performance Stock Units ("PSUs") previously granted under the John B. Sanfilippo & Son, Inc. 2023 Omnibus Incentive Plan that were earned by the Reporting Person upon the achievement of certain performance criteria, as certified by the Compensation and Human Resources Committee of the Company's Board of Directors on August 18, 2026. Based on the Company's performance against the criteria, 159% of the target PSUs were earned. Each PSU represents the contingent right to receive one share of the Company's common stock upon vesting. Subject to certain conditions, these PSUs are scheduled to vest on November 12, 2028. These PSUs, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 12, 2028.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 18, 2026 Filed Aug 19, 2026 22:05 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-357238 · ownership.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · CFO & EVP, Finance and Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,882 F1 · shares: These shares represent an award of Performance Stock Units ("PSUs") previously granted under the John B. Sanfilippo & Son, Inc. 2023 Omnibus Incentive Plan that were earned by the Reporting Person upon the achievement of certain performance criteria, as certified by the Compensation and Human Resources Committee of the Company's Board of Directors on August 18, 2026. Based on the Company's performance against the criteria, 159% of the target PSUs were earned. Each PSU represents the contingent right to receive one share of the Company's common stock upon vesting. Subject to certain conditions, these PSUs are scheduled to vest on November 12, 2028. These PSUs, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 12, 2028. Read SEC document |
| November 12, 2025 Filed Nov 13, 2025 23:14 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-280631 · ownership.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · CFO & EVP, Finance and Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,298 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2023 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 12, 2028. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 12, 2028. Read SEC document |
| November 20, 2024 Filed Nov 21, 2024 22:20 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 4,388 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-129798 · ownership.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · CFO & EVP, Finance and Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,798 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2023 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 20, 2027. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 20, 2027. Read SEC document |
| November 10, 2024 Filed Nov 12, 2024 16:46 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 694 | $86.29 | $59,885.26 |
DisclosureSEC source: 0000950170-24-124903 · ownership.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · CFO & EVP, Finance and Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,410 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 18:03 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055977 · doc4.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · CFO & EVP, Finance and Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,104 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2023 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 16, 2026. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 16, 2026. Read SEC document |
| November 11, 2023 Filed Nov 14, 2023 21:00 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 1,011 | $91.55 | $92,557.05 |
DisclosureSEC source: 0001209191-23-055151 · doc4.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · CFO & EVP, Finance and Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,113 Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 22:56 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 3,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057961 · doc4.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · CFO & EVP, Finance and Admin 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,124 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 17, 2025. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 17, 2025. Read SEC document |
| November 13, 2022 Filed Nov 15, 2022 22:11 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 401 | $81.67 | $32,749.67 |
DisclosureSEC source: 0001209191-22-057054 · doc4.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · CFO & EVP, Finance and Admin 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,119 Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 14:30 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 633 | $87.59 | $55,444.47 |
DisclosureSEC source: 0000880117-21-000037 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · CFO, Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,520 Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 22:15 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,579 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-21-000026 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · CFO, Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,153 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 10, 2024. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 10, 2024 or such other date(s) as are specified by the reporting person in a valid deferral election filed with John B. Sanfilippo & Son, Inc. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 19:20 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 676 | $77.55 | $52,423.80 |
DisclosureSEC source: 0000880117-20-000022 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Exec VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,593 Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 18:30 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,430 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-20-000020 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Exec Vice President, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,269 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 11, 2023. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 11, 2023 or such other date(s) as are specified by the reporting person in a valid deferral election filed with John B. Sanfilippo & Son, Inc. Read SEC document |
| November 11, 2020 Filed Feb 18, 2021 19:44 UTC Amendment | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,411 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-21-000009 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Exec VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,574 F1 · shares: This amendment is to correct the number of shares reported as part of the John B. Sanfilippo & Son, Inc. November 11, 2020 restricted stock unit grant. F2 · balance_after: Total reflects adjustments for subsequent transactions and is the total owned as of 02/18/2021. Read SEC document |
| November 16, 2019 Filed Nov 19, 2019 17:56 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 556 | $100.77 | $56,028.12 |
DisclosureSEC source: 0000880117-19-000040 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,839 Read SEC document |
| November 13, 2019 Filed Nov 14, 2019 15:56 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,494 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-19-000023 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,395 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 13, 2022. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 13, 2022 or such other date(s) as are specified by the reporting person in a valid deferral election filed with John B. Sanfilippo & Son, Inc. Read SEC document |
| September 05, 2019 Filed Sep 5, 2019 19:07 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | SaleCommon Stock | 750 | $94.78 | $71,085.00 |
DisclosureSEC source: 0000880117-19-000014 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,901 Read SEC document |
| August 29, 2019 Filed Aug 30, 2019 17:03 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | SaleCommon Stock | 1,116 | $93.05 | $103,846.03 |
DisclosureSEC source: 0000880117-19-000013 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,651 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.00 to $93.14, inclusive. The reporting person undertakes to provide to John B. Sanfilippo & Son, Inc., any security holder of John B. Sanfilippo & Son, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| May 16, 2019 Filed May 17, 2019 16:22 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | SaleCommon Stock | 772 | $79.00 | $60,988.00 |
DisclosureSEC source: 0000880117-19-000010 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,767 Read SEC document |
| May 06, 2019 Filed May 8, 2019 14:13 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | SaleCommon Stock | 3,228 | $80.03 | $258,343.94 |
DisclosureSEC source: 0000880117-19-000005 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,539 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.185, inclusive. The reporting person undertakes to provide to John B. Sanfilippo & Son, Inc., any security holder of John B. Sanfilippo & Son, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 19:56 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,354 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-18-000015 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,767 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 15, 2021. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 15, 2021 or such other date(s) as are specified by the reporting person in a valid deferral election filed with John B. Sanfilippo & Son, Inc. Read SEC document |
| November 11, 2018 Filed Nov 13, 2018 20:02 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 599 | $64.63 | $38,713.37 |
DisclosureSEC source: 0000880117-18-000012 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,413 Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 21:52 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,508 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-17-000026 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,012 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 16, 2020. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 16, 2020 or such other date(s) as are specified by the reporting person in a valid deferral election filed with John B. Sanfilippo & Son, Inc. Read SEC document |
| November 12, 2017 Filed Nov 13, 2017 21:42 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 1,012 | $57.21 | $57,896.52 |
DisclosureSEC source: 0000880117-17-000017 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,504 Read SEC document |
| December 07, 2016 Filed Dec 7, 2016 21:33 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | SaleCommon Stock | 500 | $68.00 | $34,000.00 |
DisclosureSEC source: 0000880117-16-000064 · primary_doc.xml · nonDerivative · entry 2 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,516 Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 21:33 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | SaleCommon Stock | 1,250 | $66.00 | $82,500.00 |
DisclosureSEC source: 0000880117-16-000064 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,016 Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 21:43 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,063 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-16-000049 · primary_doc.xml · nonDerivative · entry 1 Pellegrino Frank S · CIK 0001411679 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,266 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 16, 2019. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 16, 2019 or such other date(s) as are specified by the reporting person in a valid deferral election filed with John B. Sanfilippo & Son, Inc. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.